Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from opt
@aleabitoreddit·2026年6月7日·2 个来源·负面
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The post contrasts $IREN's toxic financing and dilution with $NBIS's optimal structures and warns about float dynamics.
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Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, selling into every rally (structural overhang) - Meanwhile $NBIS is now YTD 153%+, from optima
@aleabitoreddit
2026年6月7日
Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from opt
@aleabitoreddit
2026年6月7日